Dotloop Convert Excel to PDF shortcut alternative

User-friendly, affordable, and packed with different features, DocHub is a healthy and cost-efficient alternative to Dotloop. Try it now and learn how to squeeze the maximum of our solution with easy-to-use feature shortcuts.

Aug 6th, 2022
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01. Upload a document from your computer or cloud storage.
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02. Add text, images, drawings, shapes, and more.
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03. Sign your document online in a few clicks.
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04. Send, export, fax, download, or print out your document.

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How to Dotloop Convert Excel to PDF

5 out of 5
6 votes

Welcome to Vertex42. In this video, Ill show you three different methods to convert an Excel spreadsheet to a PDF First, Ill show how to use the print to PDF method. In this example, Im using our invoice template. First, go to File Print. Printing to a PDF doesnt use your physical printer But it does use your print settings to create the PDF file. Under Printer select Microsoft Print to PDF Next, go to Page Setup and make sure you have Print Quality selected. Finally, click print, select the folder you want to save your PDF to, type in the file name you want, then click Save. The Save As method is another easy way to convert to PDF, especially if you are running an older version of Windows. First, select the worksheet you want to convert to a PDF, then go to File Save As Type in the file name you want, then in the drop-down, select PDF. Now click the Save button and youre done. Lets try the Export method using a calendar template where each worksheet is a different month

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Open a document in your loop by clicking the document title. Review the toolbar options to add more fields, download, or print the document. A second toolbar appears upon clicking fields - use these options to edit text and adjust formatting.
There are two reasons you might be receiving this modal. The document was shared with Can Edit in Private and has been edited since the recipient received the document. This could mean that their own clients have signed the document and an updated version has been created.
Using the overflow menu found to the right of each document name in your template folder, you can EDIT, REQUIRE TO SUBMIT, MAKE A COPY, DOWNLOAD, RENAME or DELETE the document.
Split and Rotate PDFs Step 1: Upload your PDF to the loop. Step 2: Open the PDF. Step 3: Click on Rotate in the File dropdown (if you dont need to rotate, skip to step 4) Step 4: Click on Split Document in the File dropdown. Step 5: Select how many documents you will be splitting into.
Merge Loops Step 1: Go to View Details inside a loop and scroll to the bottom of the page. The View Details link is located beneath the loop title, at the top of the page inside a loop. Step 2: Click Merge Loops in the bottom left corner. Step 3: Search for and select the loop that you want to merge the opened loop with.
How do I edit a document in a loop and assign signatures? Open a document in your loop by clicking the document title. Review the toolbar options to add more fields, download, or print the document. A second toolbar appears upon clicking fields - use these options to edit text and adjust formatting.
offers you a quick and easy way to combine PDF documents into a single file without having to any software. The PDF merger helps you keep your records organized and consistent, so you dont have to spend time trying to find all project-related documents.
Copying documents can be useful to move a document from one loop to another.In some situations, you can copy documents into your Templates as well. Step 1: Check each document you wish to copy and click Make a Copy. Step 2: Select the format of the new document(s) Step 3: Select where to send the new document(s)
Reorder Documents Using Drag and Drop Step 1: Click on a document. Hovering your mouse over a document, you will see your mouse pointer turn into a 4-way arrow. Step 2: Drag the document to the desired order or folder. While holding down your mouse button, drag the document to the destination spot or folder.
Follow the steps below to learn more about adding templates to your loop. Step 1: Click on the folder you want to add documents from. Step 2: Check the documents you would like to add to the loop. Step 3: Click Copy To. Step 4: Select Copy as docHub document Step 5: Click the To Loop button.

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